Row Maintenance

Use this form to specify what to display vertically on the report. You must have set up trees in on the GL Account Tree Maintenance form before defining your report rows.

There are three primary row types:

• Comment - The text to appear in the report row - primarily used for headings.
• Tree - A detailed line that contains values. It must relate to a standard the and branch.
• Total - This is used to sum detailed (tree) lines. You can also include some minor calculations, such as dividing or multiplying by a constant value. For example, to calculate expenses as a % of sales.

Code

Enter a name for the row structure, up to 30 alphanumeric characters.

Description

Enter an extended description for the row structure.

Tree

Select the general ledger account tree used to report specified rows.

Note: Once selected, the tree becomes read-only. If you have selected an incorrect tree, you must create a new Row Maintenance.

Default Style

Select a style to default to new rows as they are added. You can change this by selecting a style at the row level.

Entering Rows

Row No

Enter a number to determine the order in which the rows displays using WebView. You should leave gaps in your numbering so that you can add new rows between existing ones if necessary .

Line Type

Specify whether the row is a Comment, Tree, Account, Account Type, or Total row. The selection made determines what additional information must be specified for the row.

Comment Row

Enter this to support a comment row:

• Style - Select the style format to apply to the comment.
• Caption - Enter the text (or space if applicable) to print on the comment line.

  Note: The text does not wrap and you can't force a new line by pressing CTRL-Enter. You can, however, create two comment lines to print a heading/comment that extends beyond the width of the web page.

• Calc/Branch/Account/Type - This is not applicable for a comment row.

Tree Row

Use a tree row to add figures or values to your report. The tree must refer back to the general ledger account tree selected on the main form.

Style

Select the style format to apply to report values.

Caption

Enter any text to appear on the row. This identifies the value that is being displayed in the row about the selected tree branch.

Calc/Branch /Account/Type

Press Enter or double click to select a tree branch.

Account Row

Enter this to support an account row:

• Style - Select the style format to apply to the account.
• Caption - Enter the text to print on the row. This identifies the account.
• Calc/Branch /Account/Type - Enter the characters for your general ledger account or range of accounts. To choose all values for a particular segment, use an *. To select all values for one position within a segment, use a ?. For example, 10.*.* returns all accounts with 10 in the first segment. 10.*.1?? returns all accounts with 10 in the first segment and those if the last segment begins with a 1.

Account Type Row

Enter this to support an account type row:

• Style - Select the style format to apply to the account type.
• Caption - Enter the text to print on the row. This identifies the account type.
• Calc/Branch/Account/Type - Select the type of account to display — for example, Income, Expense.

Total Row

Enter this to support a total row:

• Style - Select the style format to apply to the report total value.
• Caption - Enter any text to appear on the row, to represent the total.
• Calc/Branch/Account/Type - Enter the detail of what is to be totalled or calculated. You can use the four standard numeric operators (+, -, * and /) and brackets to indicate the order in which calculations are performed.

  Note: You cannot add up a range of rows. You must add each one to the formula.

Alternative Column Format

If a column format is specified here, the row displays using this format instead of the one defined at the report level.

Visible

This option can be used to specify rows to use for calculations, without actually displaying them on the report.

• Style Maintenance
• GL Account Tree Maintenance